TCI Wealth Advisors’s Ennis EBF Stock Holding History

TCI Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-152	Closed	-$3.21K	–	787
2023 Q1	$3.21K	Hold	152	–	–	﹤0.01%	1820
2022 Q4	$3.37K	Hold	152	–	–	﹤0.01%	1794
2022 Q3	$3K	Hold	152	–	–	﹤0.01%	1755
2022 Q2	$3K	Buy	+152	New	+$2.74K	﹤0.01%	1781
2016 Q2	–	Sell	-162	Closed	-$3K	–	1311
2016 Q1	$3K	Hold	162	–	–	﹤0.01%	833
2015 Q4	$3K	Hold	162	–	–	﹤0.01%	786
2015 Q3	$3K	Hold	162	–	–	﹤0.01%	716
2015 Q2	$3K	Hold	162	–	–	﹤0.01%	723
2015 Q1	$2K	Hold	162	–	–	﹤0.01%	723
2014 Q4	$2K	Hold	162	–	–	﹤0.01%	721
2014 Q3	$2K	Hold	162	–	–	﹤0.01%	724
2014 Q2	$2K	Hold	162	–	–	﹤0.01%	745
2014 Q1	$3K	Hold	162	–	–	﹤0.01%	638
2013 Q4	$3K	Hold	162	–	–	﹤0.01%	643
2013 Q3	$3K	Buy	+162	New	+$2.95K	﹤0.01%	566

Other funds holding EBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCI Wealth Advisors's EBF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ennis (EBF) in Q2 2023, closing a stake of 152 shares — an estimated $3.21K sold.

TCI Wealth Advisors first reported a position in EBF in Q3 2013 and held it in 15 quarters. The position peaked at $3.37K in Q4 2022. 145 funds tracked by Wall St. Rank hold EBF as of Q2 2023.

TCI Wealth Advisors reported no remaining Ennis position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 152 Ennis shares in Q2 2023, an estimated $3.21K.
TCI Wealth Advisors first reported a position in Ennis in Q3 2013 and held it in 15 quarters.
TCI Wealth Advisors's Ennis position peaked at $3.37K in Q4 2022.
145 funds tracked by Wall St. Rank held Ennis as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.